See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,342 | $49,915+101.0% | $154,803-35.2% | $74,304+35.0% |
| Participation rate | 60.5% | 54.0%+6.5pp | 78.1%-17.6pp | 60.3%+0.1pp |
| Annual return | 14.06% | 34.06%-20.0pp | 58.88%-44.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,331 | $1,611-17.4% | $4,305-69.1% | $2,241-40.6% |
| Participant deferral / active EE | $3,040 | $2,255+34.8% | $5,540-45.1% | $3,767-19.3% |
| Admin fee / account holder | $21 | $2,189-99.1% | $14,329-99.9% | $2,969-99.3% |